Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,452
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$278M
3
+$98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$63.7M
5
MRK icon
Merck
MRK
+$61.7M

Top Sells

1
+$222M
2
+$128M
3
+$126M
4
BAX icon
Baxter International
BAX
+$74.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$73.8M

Sector Composition

1 Technology 15.13%
2 Healthcare 12.58%
3 Consumer Staples 9.17%
4 Industrials 9.11%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$1.39M ﹤0.01%
31,885
+1,854
1727
$1.39M ﹤0.01%
154,662
-283,343
1728
$1.39M ﹤0.01%
25,848
+1,932
1729
$1.39M ﹤0.01%
19,681
-1,522
1730
$1.38M ﹤0.01%
33,478
+8,191
1731
$1.38M ﹤0.01%
33,204
+1,414
1732
$1.38M ﹤0.01%
135,943
+7,473
1733
$1.38M ﹤0.01%
21,909
-3,538
1734
$1.38M ﹤0.01%
59,965
+9,715
1735
$1.38M ﹤0.01%
44,628
-35,981
1736
$1.38M ﹤0.01%
84,672
+19,618
1737
$1.37M ﹤0.01%
58,465
1738
$1.37M ﹤0.01%
52,537
-8,404
1739
$1.37M ﹤0.01%
26,763
+9,492
1740
$1.37M ﹤0.01%
80,791
+1,246
1741
$1.37M ﹤0.01%
13,797
+1,242
1742
$1.37M ﹤0.01%
14,808
-645
1743
$1.37M ﹤0.01%
31,028
-6,228
1744
$1.36M ﹤0.01%
82,059
+3,469
1745
$1.36M ﹤0.01%
17,815
-271
1746
$1.35M ﹤0.01%
15,213
+2,023
1747
$1.35M ﹤0.01%
75,876
-846
1748
$1.35M ﹤0.01%
102,507
-11,308
1749
$1.35M ﹤0.01%
4,145
+188
1750
$1.34M ﹤0.01%
44,793
-1,151
68 69
70
71 72